FYW
Future You Wealth Portfolio holdings
AUM
$184M
This Quarter Return
+8.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$28M
(+18%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
8.79%
Top 10 Holdings %
Top 10 Hldgs %
78.5%
Holding
59
New
13
Increased
20
Reduced
14
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.28M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.52M |
| 3 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$1.24M |
| 4 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$983K |
| 5 |
Capital Group Core Bond ETF
CGCB
|
+$823K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$958K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$228K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$196K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$186K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$172K |
Sector Composition
| 1 | Technology | 2.95% |
| 2 | Communication Services | 1.49% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Financials | 0.69% |
| 5 | Industrials | 0.2% |
